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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,446 | $81,262+29.8% | $155,602-32.2% | $80,911+30.3% |
| Participation rate | 38.8% | 66.2%-27.5pp | 78.2%-39.4pp | 67.6%-28.9pp |
| Annual return | 0.71% | 33.34%-32.6pp | 64.81%-64.1pp | 35.63%-34.9pp |
| Employer contribution / active EE | $374 | $3,102-87.9% | $4,675-92.0% | $2,756-86.4% |
| Participant deferral / active EE | $1,219 | $3,451-64.7% | $5,629-78.3% | $4,297-71.6% |
| Admin fee / account holder | $3,024 | $7,992-62.2% | $15,923-81.0% | $6,935-56.4% |